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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
601
Huntington National Bank
Ohio
$331K +$404 +1 +0.1%
FFM
602
Forum Financial Management
Illinois
$329K -$24.3K -60 -7%
DJSG
603
D.J. St. Germain
Massachusetts
$328K – – –
GWMR
604
GC Wealth Management RIA
Massachusetts
$327K +$327K +808 New
PF
605
Phoenix Financial
Israel
$326K +$16.6K +41 +5%
FFA
606
Farther Finance Advisors
California
$325K +$7.68K +19 +2%
GVAG
607
Great Valley Advisor Group
Delaware
$325K -$1.21K -3 -0.4%
GAM
608
Groupama Asset Management
France
$324K -$30.6K -76 -9%
VFA
609
Valeo Financial Advisors
Indiana
$321K -$44.1K -109 -12%
AA
610
ALPS Advisors
Colorado
$319K +$4.04K +10 +1%
NAS
611
Nicolet Advisory Services
Wisconsin
$318K +$80.8K +246 +34%
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$316K +$808 +2 +0.3%
PCM
613
Polymer Capital Management
New York
$316K +$316K +781 New
EWA
614
EverSource Wealth Advisors
Alabama
$306K +$135K +335 +79%
BCM
615
Brookstone Capital Management
Illinois
$304K -$2.83K -7 -0.9%
CI
616
Cigna Investments
Connecticut
$302K -$9.32K -23 -3%
FSC
617
Full Sail Capital
Oklahoma
$301K +$301K +745 New
WTC
618
WhitTier Trust Company
Nevada
$297K – – –
ORG
619
Optimist Retirement Group
Washington
$297K +$72K +178 +32%
JIC
620
Johnson Investment Counsel
Ohio
$295K -$404 -1 -0.1%
SF
621
Summit Financial
New Jersey
$291K -$660K -1,635 -69%
WAG
622
Wallace Advisory Group
California
$290K +$3.36K +8 +1%
RWB
623
RMR Wealth Builders
New Jersey
$289K +$1.62K +4 +0.6%
ICP
624
Impact Capital Partners
Colorado
$288K +$16.6K +41 +6%
WIA
625
World Investment Advisors
California
$285K +$285K +705 New
23 24
25
26 27